Best Of
ENGAGE recap & more: Community Corner Newsletter [October 2023]
Hi Smartsheet Community, I'm Rebeca from the Community Team. I'm excited to let you know that from now on, this newsletter will be available every month!
Big shout-out to Genevieve for an amazing newsletter in July. π And now, let's get into all the highlights from the last couple of months, ENGAGE, and learn a bit more about me at the end of the issue.
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Community highlights
Help us welcome some of our newest Member introductions in Show & Tell or look through the Trending section for more ways to connect.
Say hello to these Community Members ππ»
Popular ideas & feature requests (reviewed by the Product Team)!
What's it going to be? Head to the Smartsheet Product and Ideas Topic to share and vote on ideas.
- Increase sheet row and column limits
- Add Work Insights to Dashboards
- Chart Labels: drag labels overlap & stacked column labels
Make sure to check out everything that we announced at ENGAGE!
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Community Updates
In Case You Missed It (ICYMI)
Meet our Sponsor X: Girlstart
Join the conversation to earn a new badge
October Question of the Month
Share your answer by October 31
ENGAGE Attendee Badge
Smartsheet Travel Diaries + Giveaway Winner @W Straubhaar
Check out the amazing photo submissions
Smartsheet ENGAGE 2023 delivers style, efficiency, and scale
Learn about our upcoming innovations
Community Virtual Booth Games
Three Factors To Consider When Evaluating A Tool For Scalability
Learn about scalability from Praerit Garg, Smartsheet Chief Product Officer and EVP of engineering
Ambassadors & Leaders
Up leveled recently? Keep an eye out for the group invite soon!
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Pass the mic π€ Community Champions
Community Champions are members who demonstrate product expertise and generosity in sharing best practices and support with others on the platform.
"A lot of my Smartsheet knowledge has been self taught, but leveraged from experts in the Community and from other industry leads. Watching YouTube content and communicating on forums has helped arm me with tools to quickly and effectively complete work. I also love hosting and attending User Groups!"
- @Chris Mondeau, Strategic Solutions Manager at Optimum Consultancy Services
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Member Appreciation
See Activity feed for more
This month's leaderboard
Member spotlights
Meet Top 3 ENGAGE in-app Scavenger Hunt (And our raffle winner!)
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Overachiever's Motivation Mix
The Smartsheet Overachievers are here to give you the songs that will keep you going and keep you achieving! Here's what's on the playlist right now.
"Each time I hear this song, I feel like I've rejuvenated my love for rediscovering and reveling in the brilliance of something or someone. That's what this song is all about! To take a moment to stop, dance, and say 'my my my' just makes it! It's impossible to not at least bop my head. Or maybe I just love 'my my mys' because I also love 'My My My' by Troye Sivan."
- @Andria Hoyle, Material Planner II at Seagen, United States
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More about me
Hey there! I'm Rebeca, the Engagement Specialist in our Community. You'll usually see me in announcements, greeting new members, commenting and responding to your questions.
A few things about me:
- I've been a part of the Community team since the end of May, and I've loved getting to know youβand your excellent musical taste!
- I love reading + organizing, so I have a lot of fun keeping track of my growing book collection with Smartsheet.
- Outside of work, I like to spend time in nature, visiting new places, books and music.
- I'm Costa Rican, and greatly enjoy exploring my country. Check out the T-Rex I found! Jurassic Park was in Costa Rica, right? π
π My favorite tip
There are badges that are easy to get, but that you might've missed. Check out the Badges Dashboard, and explore them all! If you use Brandfolder, add this one (+ some extra points) to your collection in just a few minutes. π
Until next time!
Rebeca
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Give us your feedback
Have ideas for the next Community Corner? Leave your thoughts in the comments!
Note: Unfollow this Topic if you'd no longer like to receive alerts. We'll miss you!
Rebeca S.
Re: Add 'sort order' to Filter Views
This is a big missing feature. Trying to convert Excel users to Smartsheet, then explaining you can't sort a filtered list always feels like a backward step and impacts adoption for us.
GrantKiwi
Re: How can I convert a Local currency to USD in the Smartsheet Form.
I use a lot of forms where the person filling out the form enters the amount and then chooses which currency. You could do something similar.
On the sheet, I have a helper column that pulls in the exchange rate previously entered into a separate metrics sheet, and then it will autocalculate it into the main currency that I need (USD).
I get the exchange rates from oanda.com and enter them manually into the metrics sheet, and then Smartsheet does the rest.
This is what it looks like on the metrics sheet:
And this is what it looks like on the sheet where the form entries show up:
The column "Exchange Rate" column uses an INDEX MATCH formula to pull the exchange rate from the metrics sheet.
The "USD Equivalent" column is a formula to convert it into USD.
LizTo
Re: QR Code and Forms
@StephanieStepney Forgot to mention It is also on the Smartsheet Marketplace: https://www.smartsheet.com/marketplace/apps/inline-qr-generator
MaaikMeijerink
Re: QR Code and Forms
@StephanieStepney Perhaps our feature can help you: it is generating a QR code within a Smartsheet cell based on a simple formula: = QR(<column>@row), so without leaving Smartsheet at all: https://smart4b.nl/inline-qr-generator/
Just ask for the Trial, we will be happy to share a sheet with examples, so you can test it out yourself.
Regards, Maaik
MaaikMeijerink
Re: Change of Symbol Value Colors
I copy and paste the symbol in the Drop-down list and in my formula
IF([Blocked/On Hold]@row = "β οΈ On Hold"
JamesB
Re: Change of Symbol Value Colors
Yes, I just added wording for my use case.
Here is the site I refer to for symbols.
JamesB
Re: Automated formulas
Hey @Maria Ponce
If I'm understanding you correctly, you have a formula in another Date column like this:
If so, you can right-click on any cell in that column with a formula to apply it to the entire column:
Here's more information: Use column formulas to apply calculations to all rows in a sheet
Cheers,
Genevieve
Genevieve P.
Re: Is there a way to add a new summary field from a master project template?
Hey @stephenwiant
Paul is correct - there's no automatic way to push a Summary Field to multiple sheets that have already been created. The Summary Field would need to already exist in the Template before the sheets are created.
The Smartsheet API does have a way to add Summary Fields, if you wanted to do it programatically instead of one-by-one in the App. Here's the documentation.
Cheers,
Genevieve
Genevieve P.
Re: Internal Auditing - ISO9001
Hi Michael and RebSchr!
New to Smartsheet. I'm trying to build the exact same system as Michael. Since it's been a few months since this thread was opened, how is your system(s) working out? If you have any tips or suggestions, it would be mighty appreciated.
We've been doing audit on MS word Audit Reports (including Checklist, Observations, Recommendations), assigning # and tracking scheduled audits via MS Excel, then tracking observations via Smartsheet (Parent Audit No., children all the observations), route Audit Report via AdobeSign, and attach signed report onto Smartsheet. I'm working on building it all in Smartsheet instead, I have so far:
- one sheet with multiple Audit Checklists Forms. I liked the auto-numbering but re-considering since there's so many columns for all the checklists (dropdown Acceptable, Not Acceptable, N/A). Automation Generate Document intended to be routed managers (considering the check and comments instead though)
- one sheet with Observations+Recommendations Form - each to be routed, tracked and followed up on.
- one report that groups Audit Areas, lists the Audit Checklists and associated Observations and Recommendations.
Things I'm trying to figure out:
- I don't love separating Audit Checklists and Observations+Recommendations onto different Forms (and different Sheets, and different Generate Doc). Sometimes one checklist item has multiple observations, sometime one observation relate to multiple checklist items.
- it's a lot of columns, but wondering if assigning numbers separately or pre-assigning in in the audit schedule different sheet may be better
- Having trouble with the Annual Schedule and Dashboard.... for you, do auditors just manually check if its completed? or are you having a formula that automatically updates to complete based on your Checklists being complete?
Any help would be mighty appreciated,
Tran
Tran